Our Providers

On the CONNECT platform, clients’ assets and funds will be held in custody with BNY Mellon’s Pershing LLC . Pershing offers U.S. tax reporting as part of its suite of services. This will allow Crossbridge Capital to cater to under-served U.S. expatriate investors living in Singapore, in addition to other accredited expatriates and Singaporean investors.

Morningstar Investment Management Asia Ltd is a leading provider of independent investment research in Asia. They offer an extensive line of products and services for professional and institutional investors, financial advisers and asset managers. Morningstar provides its investment advice to Crossbridge including model portfolios, market commentary and performance reporting on the model portfolios.

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading, while balancing tradeoffs that can impact returns. With clients around the world, Dimensional has 13 offices in nine countries and global assets under management of US$609 billion as of December 31, 2019. Dimensional Fund Advisors Pte Ltd holds a capital markets license for fund management and is an exempt financial adviser under Singapore law serving accredited and institutional investors as defined under the Securities and Futures Act.

CONNECT is part of the Crossbridge Capital Group, an established global wealth management company whose experienced team of investment professionals manage money every day for ultra-high net worth clients from regulated offices in London, Singapore and Monaco. The same team brings you CONNECT to help you maximise your investment returns in a tailored, easy to use and transparent way.